Customer Service

Neat Mobile App Overview

Neat Mobile App - Forgot Password / Reset Password

Mobile Subscriptions

File Cabinet in the Neat Mobile App

Invoicing in the Neat Mobile App

Mobile Monthly Review Experience

Capture Items with the Neat Mobile App

Transactions in the Neat Mobile App

Biometric Sign-in

Change System Default Settings in the Neat Mobile App

Searching in the Neat Mobile App

Accessing the Neat Web App on a Mobile Device

Troubleshoot Google Sign-In Issues

Neat Downloads

Print to Neat - Windows

Troubleshooting "Scanner Not Connected" Message

Neat Scanners and Mac OS Ventura

Print to Neat - Mac

Neat Scan Utility FAQ

Install Neat Scan Utility for the Desktop

Neat and macOS 12 Monterey

Neat Scan Utility - Sending Multiple Items to Neat

Troubleshooting "Error uploading. Retrying in 60 seconds."

Neat Scan Utility - Error Checking Default Scan Path

Windows - Resolving Neat Driver Install not Proceeding

How to Scan to Neat via ScanSnap Home

Improving Image Quality on Neat Scanners

Neat Scan Utility - Combine or Separate Items After Scanning

Manage Grid Columns in Neat

Sharing Folders in Neat

Sharing Accounts in Neat

Export Items from Neat

Invoicing Basics in Neat

Emailing Items from Neat

Currencies & Amounts in Neat

Email-In Feature in Neat

Combine and Separate Items in Neat

Monthly Review

Basic Troubleshooting - Resolve 90% of Technical Issues on Neat Web App

Image Management & Printing in Neat

Items & Item Management in Neat

List Management in Neat

Logging into Neat

Vendor Mapping

Searching in Neat

Items Stuck Processing in Neat

Transactions in Neat

Split Transactions in Neat

Invoicing - Payments

User Profile in Neat

File Cabinet Reporting in Neat

Updating your Log In Email Address

Account Settings in Neat

Your document plan limit has been reached

Error: The API version does not match the Worker version.

Folder Management in Neat

Accounting Reporting

Neat Trial FAQ

Neat Plan FAQ

Invoicing - Online Payments

Onboarding Checklist

NeatFiles FAQ

Starting Balances in Neat

Adjustments in Neat

My Categories

Getting Started - Managing Finances in Neat

Suggested Transaction Matching in Neat

Demo Data in Neat

Insights in Neat

Assets and Liabilities in Neat

Files in Neat

How to Pay your Invoice sent from Neat

Where Do My Scanned Items Go? - Needs Review Overview

Bulk Edit in Neat

Business Profile in Neat

Import Items into Neat

Filtering in Neat

Mileage in Neat

Cash on Hand

Transaction Streaming Connection Errors

Connecting Multiple Neat Accounts to QuickBooks Desktop in Neat

Multi-Account User Access

Collecting an Item ID in Neat

Sign-In Options

ScanSnap iX1500

ScanSnap iX500

Raven Original and Pro Scanners

Scan with 3rd Party Scanners

Certified 3rd Party Scanners

Ambir Travel Scan Pro (PS600-2 & PS600-3)

Fujitsu Eko Scanner with Neat Home Office Software

ScanSnap iX100

Fujitsu ScanSnap S1300

Fujitsu ScanSnap S1100

Fujitsu fi-7160

Canon DR-C240

Kodak ScanMate i1150WN

Kodak ScanMate i940

Canon P-208II

Canon DR-M260

Canon DR-M160II

Canon DR-F120

Canon DR-C225

Ambir ImageScan Pro 820ix

Ambir ImageScan Pro 490i

Brother DS-920DW

Brother ADS-1500W

Panasonic KV-S1065C

Panasonic KV-S1046C

Panasonic KV-S1026C

Panasonic KV-S1015C

Canon P-215II

Manually Adding Neat to ScanSnap Manager

Adjusting Scan Settings in ScanSnap Manager

How to Scan to PDF and Import to Neat Using ScanSnap Manager

How to Scan and Import to Neat via ScanSnap Home

TWAIN Support for Neat Scanners

Integrate QuickBooks Desktop

Connect Multiple Neat Accounts to One QuickBooks Desktop Token in Neat

Items Previously Exported to QuickBooks Display as 'Locked' Files

QuickBooks Categories & Neat

Unable to Send to QuickBooks Desktop

QuickBooks Online & QuickBooks Desktop

Integrate QuickBooks Online

Integrate Campaign Monitor

Integrate Constant Contact

Integrate Google Contacts

Integrate MailChimp

Integrate Outlook.com

Contact Neat Support Team

How to Open a Chat with a Support Agent

Manage your Subscription

What is this charge?

Update Credit Card

Update your Account Information with the Self Service Portal

Billing Partner Portal

Confirm Payment

Manage your Account with the Neat Self Service Portal

View Your Neat Invoice in the Self Service Portal

Cancel Neat Cloud Subscription

Delete your Neat Account & Account Data

I Didn't Authorize this Charge - Terms & Conditions

VISA Return Authorization Mandate

Neat Hardware Exit

Remote Support Connection Guide

Neat Ecosystem FAQs

Account Partially Set Up

Collecting Logs from Neat's Self Service Portal

Opting In or Out of Neat Emails

Remote Assistance

Is Neat Cloud Service HIPAA Compliant?

Meeting Electronic Document Requirements for the IRS

Make a Payment

Neat Smart Organization System - Restore your Database from the Cloud

Export Selected Date Range in the Neat Smart Organization System

Export Selected Items in the Neat Smart Organization System

Export to Excel in the Neat Smart Organization System

Export to PDF in the Neat Smart Organization System

Export to CSV in the Neat Smart Organization System

Neat Smart Organization System - Export to H&R Block

Neat Smart Organization System - Export to Turbo Tax

End of Support for Neat Smart Organization System

Neat Smart Organization System - Scan with a Neat Scanner

Neat Smart Organization System - Sorting Items

Create a Local Backup in the Neat Smart Organization System

Neat Smart Organization System - Integrate QuickBooks Desktop

Neat Smart Organization System - Reanalyze Image

Neat Smart Organization System - Integrate Outlook.com

Neat Smart Organization System - Remove Neat as an Integrated Application from QuickBooks Desktop

Neat Smart Organization System - Integrate Campaign Monitor

Neat Smart Organization System - Send a Contact to Outlook Contacts

Neat Smart Organization System - Delete Any Page in a Scan Before Processing

Neat Smart Organization System - Send an Expense Report to QuickBooks Online

Neat Smart Organization System - Adding Multiple Quickbooks Desktop Connections

Import PDFs into the Neat Smart Organization System

Neat Smart Organization System - How to Manage QuickBooks Desktop Connections

Neat Smart Organization System - Disconnect from QuickBooks Desktop

Neat Smart Organization System - Adjust Image Preview Setting for Scanning

Neat Smart Organization System - Create a Tax Category Report

Neat Smart Organization System - Create a Sales Tax Report

Neat Smart Organization System - Create a Spending Detail Report

Neat Smart Organization System - Create A Spending Summary Report

Neat Smart Organization System - Change Folder Destination Before Processing

Neat Smart Organization System - Folder Location Dropdown Feature

Neat Smart Organization System - Scan Directly to the Neat Cloud

Neat Smart Organization System - Create a Multi-Conditional Search

Neat Smart Organization System - Create a New Item

Neat Smart Organization System - Create an Expense Report

Neat Smart Organization System - Crop an Image Before Processing

Neat Smart Organization System - Expand a Folder

Neat Smart Organization System - Scan When Offline

Neat Smart Organization System - Rotate an Image

Neat Smart Organization System - Set Item Classification for Imports

Neat Smart Organization System - Set Item Type for Scanning

Neat Smart Organization System - Set Scan Color Mode

Neat Smart Organization System - Use Filters to Find Items in your Database

Neat Smart Organization System - NeatImageCaptureWrapper has stopped working

Neat Smart Organization System - Change Item Type

Neat Smart Organization System - Rescan an Image Before Processing

Neat Smart Organization System - Add Additional Pages to a Scan Before Processing

Neat Smart Organization System and Windows Touch Screen

Neat Smart Organization System - Emailing Items

Neat Smart Organization System - Define Location of Offline Storage

Neat Smart Organization System - Print an Image

Neat Smart Organization System - Re-Order Pages Before Processing

Neat Smart Organization System - Save an Expense Report as CSV File

Neat Smart Organization System - Select Multiple Items to Import

Neat Smart Organization System - Scan & Select from Multiple Connected Scanners

Neat Smart Organization System - Set Single or Double-Sided Scan Mode

Neat Smart Organization System - Software Keyboard Shortcuts

Neat Smart Organization System - Adjusting Auto-Crop Sensitivity Values

Add/Remove Grid Columns in Neat Smart Organization System

Import Images into the Neat Smart Organization System

Import PDFs into the Neat Smart Organization System

Neat Smart Organization System - Items Stuck in Processing

Unable to Process Error in Neat Smart Organization System

Zoom In or Out of an Image in the Neat Smart Organization System

Neat Smart Organization System - Scan Directly to your Computer Hard Drive

Neat Smart Organization System - Set Separate or Combined Scanning Mode Before Processing

Create Folders and Sub-Folders in the Neat Smart Organization System

Move an Item Using the Neat Smart Organization System

Import Images into the Neat Smart Organization System

Drag and Drop Files into the Neat Smart Organization System

Delete an Item using the Neat Smart Organization System

Delete a Folder using the Neat Smart Organization System

Create Folders and Sub-Folders in the Neat Smart Organization System

Configure Date Format in the Neat Smart Organization System

Access Multiple Neat Accounts in the Neat Smart Organization System

Rename a Folder using the Neat Smart Organization System

Neat Smart Organization System - Save an Expense Report as PDF

Scan Settings in the Neat Smart Organization System

Neat Smart Organization System - Access Local PDFs of all Neat Cloud Images Offline

Neat Smart Organization System - View Items Offline

Neat Smart Organization System - System Account Settings

Neat Smart Organization System - Delete a Vendor

Neat Smart Organization System - Revoking Shared Folders

Neat Smart Organization System - Import Quicken Accounts

Neat Smart Organization System - Select Tax Category for Export to Turbo Tax

Neat Smart Organization System - Select Date Range for Export to Turbo Tax

Neat Smart Organization System - Map Data to QuickBooks Desktop

Neat Smart Organization System - Send a Contact to MailChimp

Neat Smart Organization System - Send a Contact to Constant Contact

Neat Smart Organization System - Send a Contact to Google Contacts

Neat Smart Organization System - Adding Account Numbers to Invoices

Neat Smart Organization System - Send a Contact to Campaign Monitor

Neat Smart Organization System - Move a Folder

Neat Smart Organization System - Search for Items Across All Data

Neat Smart Organization System - Set Currency

Neat Smart Organization System - QuickBooks Online Export 'Unable to Send' Error

Neat Smart Organization System - Integrate Google Contacts

Neat Smart Organization System - Export to Quicken

Neat Smart Organization System - Integrate MailChimp

Neat Smart Organization System - Integrate Constant Contact

Neat Smart Organization System - Mapping Data QuickBooks Online

Neat Smart Organization System - Modify Item Images Overview

Neat Smart Organization System - Connect Neat & QuickBooks Online

Neat Smart Organization System - Send an Invoice QuickBooks Online

Neat Smart Organization System - Export Receipts to QuickBooks Online

Neat Smart Organization System - Export Receipts to QuickBooks Desktop

Neat Smart Organization System - Share Folders

Missing images in Neat Smart Organization System and Windows 10

Neat Smart Organization System - Map Data to QuickBooks Online

NeatConnect: Overview

NeatConnect: Incorrect Username/Password Message when adding Gmail Account

NeatConnect: Adding Scan Destinations

NeatConnect: Add DropBox Account

NeatConnect: Calibration

NeatConnect: Scanning Help

NeatConnect: Factory Reset

NeatConnect: Update Firmware

NeatConnect: Paper Feed Issues

NeatConnect: Scan Directly to Neat Cloud

NeatConnect: About the Outbox

NeatConnect: Sending Scans from the Outbox

NeatConnect: Scanning Issues

NeatConnect: Settings Menu

NeatConnect: Editing Scans on Scanner

NeatConnect: Items Could Not Be Uploaded

NeatConnect: Touchscreen & Display Issues

NeatConnect: Using Local Access Mode

NeatConnect: Setting Up WiFi Connection

NeatConnect: Hardware Specifications

NeatConnect: Wireless Connection Troubleshooting

NeatDesk: Overview

NeatDesk: Calibration

NeatDesk: Getting Started

NeatDesk: Cleaning Your Scanner

NeatDesk: Paper Feed Issues

NeatReceipts: Clean Your Scanner

NeatReceipts: Overview

NeatReceipts: Getting Started

HP Officejet 8040 Retirement

HP Officejet 8040: File your Neat Cabinet

HP Officejet 8040: Getting Started

HP Officejet 8040 Users: Set your Neat Password & Login

HP Officejet 8040: Activation

Neat Scanners: Overview

Windows: Reinstalling Scanner Drivers with MS Fixit

Mac OS 10.14 Mojave: Neat Scanner Driver

Neat Scanner Support

Neat Scanners: Troubleshoot Calibration Issues

Mac: Testing Image Quality in Image Capture

Mac High Sierra: Scanner is in Use by Other Application

Mac: Reinstalling Scanner Drivers in Neat

Using Your Neat Scanner Without the Neat Software

Windows: Reinstalling Scanner Drivers

Scanners FAQ

Mac OS 10.15 Catalina

Windows: Export to PDF Guide

Mac: Export to PDF Guide

Recover Neat Legacy Data in Mac

Neat Smart Organization System - Recreate Folder Structure for Migration

Legacy for Windows - BackUp Guide

Backup Guide - Migration Tool (Mac)

What is my Neat Cloud Username? - Migration Tool (Windows)

Before you Sync (Windows)

Windows Legacy: Obtaining Error Log

Windows: Error 137

Migrate from Legacy to the New Neat Experience

End of Support for Legacy Desktop Software

Scanner Accessories

Red 'Error' Message in Neat Legacy Software

Legacy Live Support

How to Clear your DNS Cache

Neat Sync Login Message

Retired Desktop Software Options

Windows - How to Create a Screenshot

Mac - USB-C Connection

Windows - Set File Permissions

Windows - Show Hidden Folders

Mac - How to Create a Screenshot

Getting Starting with Neat Invoicing

Getting your Files Into Neat

Known Issues - Neat Status Page

All Categories > Customer Service

25 articles

Subcategories

Login Issues / Locked Account - Reset your Password

Reset your password and login issues

View Your Neat Invoice in the Self Service Portal

Contact Neat Support Team

Contact Support Team

How to Open a Chat with a Support Agent

Manage your Subscription

Learn how to manage your subscription via the Neat Self Service Portal, the Neat mobile app, or via our support team. Access Self Service Portal. Open your Neat software or login into the Neat Cloud…

What is this charge?

Update Credit Card

Update credit card

Update your Account Information with the Self Service Portal

Billing Partner Portal

Confirm Payment

Confirm payment

Manage your Account with the Neat Self Service Portal

Cancel Neat Cloud Subscription

Delete your Neat Account & Account Data

You can have your user information and data stored in Neat permanently deleted by following the steps below. At the moment, you can only complete these steps via the Neat Mobile application. How to p…

I Didn't Authorize this Charge - Terms & Conditions

VISA Return Authorization Mandate

Visa has recently instituted a global change in how refunds are required to be processed. While the intent of this is to improve visibility and the customer experience, there are situations where the…

Neat Hardware Exit

Remote Support Connection Guide

Neat Ecosystem FAQs

Account Partially Set Up

Collecting Logs from Neat's Self Service Portal

If you are experiencing an issue via the Self Service Portal, we will need the below information to resolve this problem. Along with gathering the below info, please also provide screenshots and spec…